View Team
Julia joined our team as a Registered Wealth Associate in August 2022. She brings seven years of industry experience and is fully registered with series 7 and 66 licenses. While in the Jackson office, she supports our team located in Town & Country. Julia’s role with Cape Rock’s Mackie & Waller team began during their transition from Wells Fargo. She aims to help her advisors and clients meet their goals through account opening and maintenance, compliance, client relations, and more.
Julia graduated from Southeast Missouri State University in 2014 with a Bachelor’s degree. In 2015, she began working for Merrill Lynch as a Client Associate. Her appreciation and knowledge for the industry has been growing ever since. Cape Rock Private Wealth offers her the flexibility to continue to grow in her career, but also give her time to be present in roles she plays outside the office. While she isn’t working, Julia is most likely spending time with her husband, Derek, and their three children, Raelyn, Brice, and Ava. She also loves the occasional girls day with her crew of best gal pals.
Julia Miesner , Registered Wealth Associate
Julia graduated from Southeast Missouri State University in 2014 with a Bachelor’s degree. In 2015, she began working for Merrill Lynch as a Client Associate. Her appreciation and knowledge for the industry has been growing ever since. Cape Rock Private Wealth offers her the flexibility to continue to grow in her career, but also give her time to be present in roles she plays outside the office. While she isn’t working, Julia is most likely spending time with her husband, Derek, and their three children, Raelyn, Brice, and Ava. She also loves the occasional girls day with her crew of best gal pals.
Business owners know and appreciate the importance of good service. Serving my clients – helping them with their financial goals – is my highest priority.
- Justin Martini
